DAS
Dynamic Advisor Solutions’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37M | Buy |
54,103
+35,030
| +184% | +$6.07M | 0.29% | 80 |
|
|
2025
Q1 | $2.68M | Buy |
19,073
+797
| +4% | +$112K | 0.09% | 230 |
|
|
2024
Q4 | $2.92M | Buy |
18,276
+561
| +3% | +$89.5K | 0.13% | 165 |
|
|
2024
Q3 | $2.69M | Buy |
17,715
+266
| +2% | +$40.3K | 0.08% | 253 |
|
|
2024
Q2 | $2.63M | Buy |
17,449
+1,083
| +7% | +$163K | 0.08% | 262 |
|
|
2024
Q1 | $2.21M | Buy |
16,366
+1,664
| +11% | +$225K | 0.07% | 283 |
|
|
2023
Q4 | $1.73M | Sell |
14,702
-144
| -1% | -$16.9K | 0.06% | 303 |
|
|
2023
Q3 | $1.56M | Buy |
14,846
+747
| +5% | +$78.4K | 0.07% | 279 |
|
|
2023
Q2 | $1.53M | Buy |
14,099
+1,633
| +13% | +$178K | 0.08% | 261 |
|
|
2023
Q1 | $1.16M | Buy |
+12,466
| New | +$1.16M | 0.07% | 291 |
|
|
2022
Q2 | – | Sell |
-4,004
| Closed | -$413K | – | 732 |
|
|
2022
Q1 | $413K | Sell |
4,004
-336
| -8% | -$34.7K | 0.03% | 474 |
|
|
2021
Q4 | $498K | Sell |
4,340
-34,782
| -89% | -$3.99M | 0.04% | 424 |
|
|
2021
Q3 | $3.96M | Buy |
39,122
+430
| +1% | +$43.5K | 0.3% | 74 |
|
|
2021
Q2 | $3.85M | Buy |
38,692
+135
| +0.4% | +$13.4K | 0.3% | 80 |
|
|
2021
Q1 | $3.38M | Buy |
38,557
+787
| +2% | +$69K | 0.31% | 79 |
|
|
2020
Q4 | $3.21M | Buy |
37,770
+28,878
| +325% | +$187K | 0.3% | 92 |
|
|
2020
Q3 | $2.68M | Buy |
8,892
+602
| +7% | +$181K | 0.3% | 93 |
|
|
2020
Q2 | $2.24M | Buy |
8,290
+1,272
| +18% | +$343K | 0.3% | 97 |
|
|
2020
Q1 | $1.43M | Buy |
7,018
+381
| +6% | +$77.9K | 0.26% | 110 |
|
|
2019
Q4 | $1.54M | Buy |
6,637
+154
| +2% | +$35.8K | 0.21% | 121 |
|
|
2019
Q3 | $1.32M | Buy |
6,483
+429
| +7% | +$87.6K | 0.21% | 129 |
|
|
2019
Q2 | $1.2M | Buy |
+6,054
| New | +$1.2M | 0.19% | 136 |
|